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AWM Investment Company’s Twin Vee PowerCats VEEE Stock Holding History

AWM Investment Company’s Portfolio VEEE Stock Details VEEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,146
Closed -$433K – 104
2024
Q2 		$433K Sell
2,146
-392
-15% -$108K 0.06% 92
2024
Q1 		$808K Hold
2,538
– – 0.11% 96
2023
Q4 		$1.31M Hold
2,538
– – 0.17% 88
2023
Q3 		$1.33M Sell
2,538
-27
-1% -$18.9K 0.2% 84
2023
Q2 		$2.01M Hold
2,565
– – 0.27% 68
2023
Q1 		$1.6M Hold
2,565
– – 0.22% 80
2022
Q4 		$1.74M Buy
2,565
+51
+2% +$38.2K 0.25% 71
2022
Q3 		$2.27M Buy
+2,514
New +$3.65M 0.35% 65

Other funds holding VEEE

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWM Investment Company's VEEE Position: Q3 2024 in Review

AWM Investment Company sold out of Twin Vee PowerCats (VEEE) in Q3 2024, closing a stake of 2,146 shares — an estimated $433K sold.

AWM Investment Company first reported a position in VEEE in Q3 2022 and held it in 8 quarters. The position peaked at $2.27M in Q3 2022. 11 funds tracked by Wall St. Rank hold VEEE as of Q3 2024.

  • AWM Investment Company reported no remaining Twin Vee PowerCats position as of Q3 2024 after selling out during the quarter.
  • AWM Investment Company sold 2,146 Twin Vee PowerCats shares in Q3 2024, an estimated $433K.
  • AWM Investment Company first reported a position in Twin Vee PowerCats in Q3 2022 and held it in 8 quarters.
  • AWM Investment Company's Twin Vee PowerCats position peaked at $2.27M in Q3 2022.
  • 11 funds tracked by Wall St. Rank held Twin Vee PowerCats as of Q3 2024.

Based on AWM Investment Company's 13F filing for Q3 2024, filed 14 Nov 2024.